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<h1>Creating alerts for specific threshold conditions </h1>
<p class="whs1">You can ensure that you or other users are automatically 
 notified by email when a metric on a report meets specific threshold conditions. 
 For example, you can have an email sent to you when the Units Sold data 
 in a report falls below 500 units. </p>
<p class="whs1">You can determine whether the data that met 
 the threshold is delivered to you, or you can have data from a different 
 report delivered to you. For example, when the Units Sold data in a report 
 falls below 500 units, you can have the Store Inventory report sent to 
 you, so that you can see the overall inventory picture.</p>
<p class="whs1"><span style="font-weight: bold;"><B>Prerequisite</B></span>: 
 For this option to display, the system must have the MicroStrategy Distribution 
 Services product installed and MicroStrategy Web must be configured to 
 use Distribution Services. </p>
<h2>To create alerts for specific threshold conditions</h2>
<ol type="1" class="whs2">
	
<li class=p><p>Run the report that contains the metric you want to 
 apply an alert to. </p></li>
	
<li class=p><p>Right-click a metric in the report and select <span 
 style="font-weight: bold;"><B>Alerts</B></span>. The Alerts Editor opens.</p></li>
</ol>
<h3 class="whs3">Specify delivery options</h3>
<ol start="3" type="1" class="whs2">
	
<li class=p><p>From the <span style="font-weight: bold;"><B>Filter On</B></span> 
 drop-down list, select the metric for which to create a threshold.</p></li>
	
<li class=p><p>Select a comparison operator such as Greater Than or 
 Less Than.</p></li>
	
<li class=p><p>Type a value in the field on the right, or click <span 
 style="font-weight: bold;"><B>Select Metric</B></span> to choose another metric 
 to compare the original metric to.</p></li>
	
<li class=p><p>Click <span style="font-weight: bold;"><B>Apply</B></span> 
 <img src="images/apply.gif" x-maintain-ratio="TRUE" width="17px" height="17px" border="0" class="img_whs4"> 
 to apply the alert condition to the report.</p></li>
	
<li class=p><p>Click the <span style="font-weight: bold;"><B>Cell Formatting 
 </B></span>icon. The Format dialog box opens. For steps to format a threshold, 
 see 
<a href="Format_Thresholds_Editor.htm">Format Thresholds Editor</a>. 
 </p></li>
	
<li style=" color: #000000; " class=p><p class="whs5"><span 
 style="margin-left: 0px; color: #000000;"><font color=black >Determine what parts of the 
 report are formatted when a threshold is met. Select one of the following 
 options on the toolbar:</font></span></p></li>
</ol>
<ul><ul>
<li style="list-style: disc;  color: #000000; " type=disc class=p><p class="whs6">Format metric only</p></li>
		
<li style="list-style: disc;  color: #000000; " type=disc class=p><p class="whs6">Format subtotals only</p></li>
		
<li style="list-style: disc;  color: #000000; " type=disc class=p><p class="whs6">Format metric and subtotals</p></li>
	</ul>
</ul>
<ol start="9" type="1" class="whs2">
	
<li style=" color: #000000; " class=p><p class="whs6">To 
 add another threshold condition, select <span style="font-weight: bold;"><B>Add 
 Condition </B></span><img src="images/reportfilter.gif" x-maintain-ratio="TRUE" width="18px" height="16px" border="0" class="img_whs7">.</p></li>
</ol>
<h3 class="whs8">Specify delivery options</h3>
<p class="whs9">The next step is to determine who receives 
 an email when the threshold(s) are met. </p>
<ol start=10>
<li class=p><p class="whs5">Expand <span style="font-weight: bold;"><B>Delivery 
 Settings</B></span>. </p></li>
	
<li class=p><p>Enter a name for the subscription in the <span style="font-weight: bold;"><B>Name</B></span> 
 field.</p></li>
	
<li class=p><p>From the <span style="font-weight: bold;"><B>Schedule</B></span> 
 drop-down list, select a schedule or event from the drop-down list.</p></li>
</ol>
<p class="whs9"><span style="font-weight: bold;"><B>Note</B></span>: 
 The schedule choices available are created in the Desktop Schedule Manager. 
 </p>
<ol start=13>
<li class=p><p>Click <span style="font-weight: bold;"><B>To</B></span>&nbsp;to 
 choose an address. The Recipients Browser opens. </p></li>
	<ol type="a" class="whs10">
		
<li class=p><p>Select either <span style="font-weight: bold;"><B>Shared 
 List </B></span>or <span style="font-weight: bold;"><B>Personal List </B></span>from 
 the drop-down list. </p></li>
		
<li class=p><p>You can search for contacts or a contacts' list 
 in the <span style="font-weight: bold;"><B>Find </B></span>field. The list will 
 appear in the box below.</p></li>
		
<li class=p><p>Add contacts from the list to the <span style="font-weight: bold;"><B>To</B></span>,<span 
 style="font-weight: bold;"><B> Cc</B></span>, and <span style="font-weight: bold;"><B>Bcc</B></span> 
 fields. </p></li>
		
<li class=p><p>If you choose to enter names and email addresses 
 manually, you can use the <span style="font-weight: bold;"><B>Address Name</B></span>, 
 <span style="font-weight: bold;"><B>Address Value</B></span>, and the <span style="font-weight: bold;"><B>Device 
 </B></span>text fields to add recipients to your emailing list. </p></li>
		
<li class=p><p>Click <span style="font-weight: bold;"><B>Add to Recipients 
 </B></span>to add each contact individually. </p></li>
		
<li class=p><p><span>Click </span><span style="font-weight: bold;"><B>OK 
 </B></span><span>to save the list. </span></p></li>
	</ol>
	
<li class=p><p>From the <span style="font-weight: bold;"><B>Send</B></span> 
 drop-down list, specify where the report is delivered by choosing one 
 of the following options:</p></li>
	<ul>
<li style="list-style: disc;" type=disc class=p><p><span style="font-weight: bold;"><B>Data 
 in email</B></span>: The report or document is displayed in the email, but 
 is not delivered to the History List. No link to the History List location 
 of the report or document is provided in the email.</p></li>
		
<li style="list-style: disc;" type=disc class=p><p><span style="font-weight: bold;"><B>Data 
 in email and to history list</B></span>: The report or document is displayed 
 in the email and is also delivered to the History List. However, no link 
 to the report or document is provided in the email.</p></li>
		
<li style="list-style: disc;" type=disc class=p><p><span style="font-weight: bold;"><B>Data 
 and link to history list in email</B></span>: The report or document is displayed 
 in the email, but is not delivered to the History List. However, a link 
 to the History List location of the report or document is provided in 
 the email.</p></li>
		
<li style="list-style: disc;" type=disc class=p><p><span style="font-weight: bold;"><B>Link 
 to history list in email</B></span>: A link to the History List location of 
 the report or document is provided in the email. However, the report or 
 document is not displayed in the email or delivered to the History List. 
 &nbsp;</p></li>
	</ul>
	
<li class=p><p>From the<span style="font-weight: bold;"><B> Delivery Format</B></span> 
 drop-down list, select the format in which to send the report. When <span 
 style="font-weight: bold;"><B>Excel</B></span> or <span style="font-weight: bold;"><B>PDF</B></span> 
 is chosen, the report is included as an attachment in the email. If you 
 select a format other than HTML, you can reduce the size of the attachment 
 by selecting the <span style="font-weight: bold;"><B>Compress contents </B></span>check 
 box. </p></li>
	
<li class=p><p>In the <span style="font-weight: bold;"><B>Subject</B></span> 
 field, type a description for the emailed report. </p></li>
	
<li class=p><p>If you want a message to display in the body of the 
 email, type the text in the <span style="font-weight: bold;"><B>Message</B></span> 
 field.</p></li>
</ol>
<p class="whs9"><span style="font-weight: bold;"><B>Note</B></span>: 
 The Message field is not enabled until it has been enabled in the MicroStrategy 
 Distribution Services product. </p>
<ol start="18" type="1" class="whs2">
	
<li class=p><p>Determine what data is sent in the email by choosing 
 one of the following options:</p></li>
	<ul>
<li style="list-style: disc;" type=disc class=p><p class="whs11">Send 
 all data. Format cells that meet condition<span style="font-weight: normal;">: 
 Ensure that all data and formatted cells that meet the threshold condition 
 are delivered in the email.</span></p></li>
		
<li style="list-style: disc;" type=disc class=p><p><span style="font-weight: bold;"><B>Send 
 different report or document</B></span>: Ensure that a report document other 
 than the current report is delivered when the threshold conditions are 
 met. Browse to and select the report or document that will be sent in 
 the email when the threshold conditions are met. </p></li>
	</ul>
</ol>
<p class="whs12"><span style="font-weight: bold;"><B>Note</B></span>: 
 To successfully execute the selected report, ensure that the report contains 
 default prompt answers.</p>
<ol start="19" type="1" class="whs2">
	
<li class=p><p>Expand the<span style="font-weight: bold;"><B> Advanced 
 Options</B></span>. </p></li>
	
<li class=p><p>Do the following to include the report or document in 
 a zip file:</p></li>
	<ol type="a" class="whs10">
		
<li class=p><p>Select the <span style="font-weight: bold;"><B>Password 
 protect Zip File</B></span> check box and type the password for the zip file 
 in the field.</p></li>
		
<li class=p><p>Type a name for the zip file in the <span style="font-weight: bold;"><B>Zip 
 File Name</B></span> field.</p></li>
		
<li class=p><p>Specify an expiration date for the subscription 
 by choosing a date from the calendar in the <span style="font-weight: bold;"><B>Do 
 not deliver after</B></span> area. </p></li>
	</ol>
	
<li class=p><p>If you have selected multiple recipients, the following 
 options are displayed:</p></li>
	<ul type="square" class="whs13">
		
<li class=p><p><span style="font-weight: bold;"><B>Allow recipients 
 to change delivery settings</B></span>: Select this check box to let the recipients 
 make changes to the settings. For example, the recipient can change the 
 prompt answers for the subscription or change the time of day the report 
 or document is sent.</p></li>
		
<li class=p><p><span style="font-weight: bold;"><B>Allow recipients 
 to change personalization</B></span>: Select this check box to let the recipients 
 make changes to the personalization. This option allows the recipient 
 to edit the subscription options.</p></li>
		
<li class=p><p><span style="font-weight: bold;"><B>Allow recipients 
 to unsubscribe</B></span>: Select this check box to let the recipients unsubscribe 
 from this scheduled delivery.</p></li>
	</ul>
	
<li class=p><p>Click <span style="font-weight: bold;"><B>OK</B></span>. The 
 message is sent to the selected email address on the specified schedule.</p></li>
	
<li class=p><p>To verify that you are subscribed to the report or document, 
 at the top of the page, click <span style="font-weight: bold;"><B>My Subscriptions</B></span>. 
 Note that the report appears in your list of subscriptions, in the Email 
 Subscriptions section. </p></li>
</ol>
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